If you own stock in your own company and plan to sell someday, you need to know one acronym: QSBS.
It stands for Qualified Small Business Stock, and it could be the most powerful tax strategy you’ve never heard of. Here’s why: it can turn millions in gains into tax-free money when you sell.
QSBS is a tax incentive designed for founders and investors in certain small businesses (learn more from the IRS here). If you qualify, you can exclude a significant amount of your capital gains when selling your company—sometimes even 100%.
That means TAX-FREE MONEY when you sell your shares. (Cue the sound of angels singing.)
Under the new One Big Beautiful Tax Bill, QSBS just got upgraded:
✅ Exclude up to $10M or 10x your basis in gains
✅ Applies to businesses worth up to $75M
✅ Exclusion rate: 50%, 75%, or even 100%, depending on timing
✅ And yes—it’s per shareholder (which means your spouse or trust can double dip)
QSBS isn’t automatic.
You’ve got to structure for it—and your CPA probably won’t bring it up unless you do.
If your advisor isn’t asking the right questions here, they could be costing you millions.
Sell your business and earn $7M in capital gains…
❌ Without QSBS? You’re looking at 20%+ in taxes.
✅ With QSBS? $0.
That’s not a small shift. That’s life-changing leverage, friends.
QSBS can be life-changing—but only if you structure your business correctly.
Here’s what you need to consider:
✔ How QSBS works
✔ How to qualify
✔ The entity moves you may need to make now
✔ How to layer it with trusts and wealth planning
This isn’t a “wait until you sell” strategy—you need to plan ahead to qualify.
✅ Ready to see if you qualify and create your tax-free exit plan?
👉 Schedule a Free Tax Strategy Session Today
Building and transferring generational wealth starts with the right strategy. Don’t leave millions on the table.
Stay ahead of what the One Big Beautiful Bill Act (OBBBA) means for your business and taxes: